Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $61.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
617,478
shares
|
$14.2 Million
0.02% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
329,912
shares
|
$7.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
219,226
shares
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
177,140
shares
|
$4.07 Million
1.92% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
154,585
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
150,262
shares
|
$3.45 Million
0.16% of portfolio
|
Q4 2024
Added 26.23%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
124,048
shares
|
$2.85 Million
1.5% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
118,047
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
92,500
shares
|
$2.12 Million
0.02% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
79,333
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
63,866
shares
|
$1.47 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,322
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Added 51.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
42,372
shares
|
$973,284
0.0% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,910
shares
|
$710,002
0.0% of portfolio
|
Q4 2024
Added 121.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,555
shares
|
$701,848
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
30,321
shares
|
$696,473
0.0% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
29,534
shares
|
$678,395
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
29,390
shares
|
$675,088
0.56% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
27,180
shares
|
$624,324
0.01% of portfolio
|
Q4 2024
Added 112.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
21,700
shares
|
$498,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
21,250
shares
|
$488,112
0.13% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,760
shares
|
$476,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$476,857
0.24% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,290
shares
|
$466,061
0.0% of portfolio
|
Q4 2024
Added 63.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,497
shares
|
$447,846
0.0% of portfolio
|
Q4 2024
Added 80.03%
|